Perpetual WFIA-Perpetual Cash

PER0040AU

Perpetual WFIA-Perpetual Cash PER0040AU Strategy

Perpetual aims to achieve the objective by: actively managing the portfolio with respect to the future course of interest rates, actively managing for changes in the level of interest rates and credit margins amongst individual securities with different maturities, diversifying the fund amongst different securities issued by various borrowers.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
funds

Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage

Long-term trends point to categories where active managers are more likely to outperform.
funds

The investment that sidesteps the new tax traps

A rundown on insurance bonds.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,269.7013.70-0.15%
CAC 408,484.4331.340.37%
DAX 4026,136.56153.520.59%
Dow JONES (US)53,277.01517.800.98%
FTSE 10010,816.5668.400.64%
HKSE26,009.46310.971.21%
NASDAQ26,180.46113.290.43%
Nikkei 22566,016.36200.43-0.30%
NZX 50 Index13,972.6652.840.38%
S&P 5007,674.3733.210.43%
S&P/ASX 2009,058.906.90-0.08%
SSE Composite Index3,905.201.480.04%

Market Movers